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Ameriprise Financial

890 hedge funds and large institutions have $23.6B invested in Ameriprise Financial in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 265 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

6% more capital invested

Capital invested by funds: $22.3B → $23.6B (+$1.31B)

1% more funds holding

Funds holding: 882890 (+8)

0.45% less ownership

Funds ownership: 82.53%82.09% (-0.45%)

13% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $40.3M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 350

Holders
890
Holders Change
+8
Holders Change %
+0.91%
% of All Funds
15.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
88
Increased
265
Reduced
350
Closed
69
Calls
$35.2M
Puts
$40.3M
Net Calls
-$5.08M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
476
Gofen & Glossberg
Illinois
$767K +$33.8K +134 +5%
LP
477
LMR Partners
United Kingdom
$766K +$776K +3,079 New
PG
478
Pendal Group
Australia
$762K +$772K +3,062 New
VPIM
479
Vanguard Personalized Indexing Management
California
$755K +$106K +420 +16%
KRSITF
480
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$751K -$48.4K -192 -6%
PAM
481
Private Asset Management
California
$748K
AAM
482
Aureus Asset Management
Massachusetts
$741K +$414K +1,641 +123%
SCA
483
Snowden Capital Advisors
New York
$740K +$749K +2,973 New
NA
484
NewEdge Advisors
Louisiana
$717K +$14.1K +56 +2%
TCOV
485
Trust Company of Vermont
Vermont
$717K +$45.1K +179 +7%
CF
486
Copperwynd Financial
Arizona
$712K -$6.05K -24 -0.8%
FCFC
487
First Commonwealth Financial Corp
Pennsylvania
$708K -$53.7K -213 -7%
KPWS
488
Kestra Private Wealth Services
Texas
$704K +$152K +604 +27%
PT
489
Plimoth Trust
Massachusetts
$698K -$40.3K -160 -5%
BFS
490
Bradley Foster & Sargent
Connecticut
$698K
FTDI
491
First Trust Direct Indexing
Massachusetts
$696K +$108K +428 +18%
CAM
492
Cresset Asset Management
Illinois
$696K +$170K +675 +32%
RWM
493
Ritholtz Wealth Management
New York
$688K +$72.1K +286 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
494
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$682K +$265K +1,051 +62%
CS
495
Comerica Securities
Michigan
$672K -$615K -2,438 -47%
TAM
496
Tocqueville Asset Management
New York
$670K -$43.9K -174 -6%
ARC
497
Advisor Resource Council
Texas
$669K +$678K +2,689 New
GCM
498
Gibraltar Capital Management
Oklahoma
$665K +$56.2K +223 +9%
D.E. Shaw & Co
499
D.E. Shaw & Co
New York
$660K -$216K -855 -24%
MFW
500
Meristem Family Wealth
Minnesota
$657K +$444K +1,760 +200%

AMP Hedge Fund Activity: Q2 2021 in Review

890 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2021, worth a combined $23.6B — up 5.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 69 closed out — a net gain of 19 holders — while 265 added to existing stakes and 350 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 890 institutional investors held Ameriprise Financial (AMP) as of Q2 2021, up from 882 in Q1 2021.
  • Funds reported $23.6B of Ameriprise Financial stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q2 2021 and 69 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q2 2021 was Viking Global Investors, an estimated $174M added.
  • The largest Ameriprise Financial seller in Q2 2021 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.